claudeindex
Plugin

client-operations

Back-office account operations and servicing workflows. Covers the full account lifecycle from opening through maintenance, transfers, reconciliation, and corporate actions.

Installation

1

Add the marketplace

/plugin marketplace add JoelLewis/finance_skills
2

Install plugins

/plugin

Run these commands in Claude Code to add this plugin to your environment. The marketplace must be added before you can install its plugins.

Repository & Links

Plugin Source

View Plugin Code

GitHub Repository

JoelLewis/finance_skills

Details & Metadata